Role Overview
The North America GTM Finance AI & Automation Lead will identify and prioritize high-value automation opportunities across planning, forecasting, reporting, close, reconciliations, data preparation, and routine analysis. They will build and implement practical finance solutions using Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, prompts, and other approved low-code or analytics tools. The Lead will serve as a trusted finance partner to business, Sales, and Operations leaders, translating financial and operational data into clear recommendations.
What You Will Do
Key responsibilities include identifying and prioritizing high-value automation opportunities, building and implementing practical finance solutions, designing reusable prompts and workflows, translating existing finance logic and business rules into clear functional requirements, and prototyping quickly with finance users.
Why It Might Be a Fit
The ideal candidate will have strong grounding in core FP&A work, including financial modeling, planning, forecasting, variance analysis, management reporting, and business partnership. They will have demonstrated past experience delivering AI, automation, analytics, or digital-transformation solutions for Finance, and hands-on experience with Microsoft Copilot and Power BI.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or a related field
- 5+ years of experience in technology, manufacturing, consulting, or another complex global organization
- Strong grounding in core FP&A work, including financial modeling, planning, forecasting, variance analysis, management reporting, and business partnership
- Demonstrated past experience delivering AI, automation, analytics, or digital-transformation solutions for Finance
- Hands-on experience with Microsoft Copilot and Power BI
- Ability to document finance requirements, map processes and data flows, define acceptance criteria, test outputs, and work effectively with IT and data teams
- MBA, CPA, CFA, or relevant finance, analytics, automation, or technology certification preferred
- Understanding of internal controls, reconciliation, auditability, responsible AI, data privacy, access management, and finance data governance preferred
To apply for this job please visit jobs.lenovo.com.
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